Truist Financial
USVM icon

Truist Financial’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Truist Financial’s Portfolio USVM Stock Details USVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.37M Sell
48,888
-2,186
-4% -$226K 0.01% 884
2026
Q1 		$4.84M Buy
51,074
+1,670
+3% +$161K 0.01% 874
2025
Q4 		$4.51M Sell
49,404
-1,089
-2% -$98.6K 0.01% 907
2025
Q3 		$4.57M Sell
50,493
-635
-1% -$55.1K 0.01% 926
2025
Q2 		$4.29M Buy
+51,128
New +$4.04M 0.01% 928

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial's USVM Position: Q2 2026 in Review

Truist Financial reduced its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 4.3% in Q2 2026, selling an estimated $226K and leaving 48,888 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #884.

Truist Financial first reported a position in USVM in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • Truist Financial held 48,888 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $5.37M as of Q2 2026.
  • Truist Financial sold 2,186 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $226K.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #884 holding.
  • Truist Financial first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.